Create and Edit an Invoice

Configuration links

• Procedures
• Clinic Discounts
• Payment Types

Create Invoice

1. Open the patient's Invoices area.
2. Click Create Invoice.
3. Add the relevant procedures or products with the item picker.
4. Review quantities, fees, and line discounts.
5. Add an invoice note when the billing team needs context.
6. Check the created date and due date.
7. Review discounts, tax, subtotal, and total.
8. Click Create Invoice.

An invoice must contain at least one billable procedure or product before it can be created.

Update Invoice

1. Open the invoice from the patient invoice list.
2. Click Edit.
3. Update the items, quantities, fees, discounts, dates, or note as allowed.
4. Review the recalculated totals.
5. Click Save Changes.

Whether an invoice can be edited depends on its status, existing payments, and your permissions. If an action is unavailable, follow the clinic's billing correction process.

Discounts and tax

You can apply an available clinic or patient discount, enter a percentage or fixed amount when permitted, and select the applicable tax. The invoice summary separates the subtotal, discount, tax, and total. For reusable patient-specific rules, see Patient discounts.

Do not treat a discount as a refund. A discount changes the invoice calculation; a refund returns money from a payment that was already recorded.

Delete Invoice

Delete an invoice only when it was created by mistake or the clinic policy allows it to be removed completely. If the invoice already has payments or protected billing history, the clinic may need to correct it through billing adjustments instead.

After saving

The invoice appears in the patient's invoice list with its current status. Continue with a payment only after confirming the final amount and due date. If the patient will pay in stages, configure an installment plan.